SAS

Sanford Advisory Services Portfolio holdings

AUM $420M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
-15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$2.36M
3
+$2.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.84M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.27M

Top Sells

1
+$5.45M
2
+$1.05M
3
+$1.01M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$728K
5
SYK icon
Stryker
SYK
+$381K

Sector Composition

1 Technology 8.85%
2 Healthcare 8.55%
3 Financials 2.42%
4 Consumer Discretionary 1.22%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.12%
1,592
+305
77
$374K 0.11%
3,133
78
$374K 0.11%
7,414
-1,606
79
$358K 0.1%
32,234
+125
80
$357K 0.1%
2,818
81
$356K 0.1%
2,477
+3
82
$348K 0.1%
6,225
+1,750
83
$347K 0.1%
8,372
84
$345K 0.1%
8,099
85
$343K 0.1%
8,766
+703
86
$323K 0.09%
995
87
$322K 0.09%
1,326
88
$320K 0.09%
1,523
+100
89
$304K 0.09%
3,167
+906
90
$303K 0.09%
2,366
+232
91
$299K 0.08%
+6,083
92
$295K 0.08%
10,680
-1,346
93
$293K 0.08%
+2,200
94
$286K 0.08%
3,579
95
$285K 0.08%
3,101
96
$280K 0.08%
1,569
97
$274K 0.08%
1,038
+100
98
$271K 0.08%
6,930
99
$263K 0.07%
6,523
+1,174
100
$257K 0.07%
536
1 2 3
4
5